Tax Exempt Customer - Form Attachment

Under Consideration

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Brian Kemp

• August 19, 2020 10:30

I would like to see the ability to attach a customers tax exempt form within the "Account Details" section, preferably right next to the click to say they are tax exempt.

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  Jill Berglund

  • August 20, 2020 16:58

  This also needs to be available in the companies section not just on the customer level.

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  Chase Williams

  • April 08, 2023 23:20

  and in the customer portal to upload themselves and get approved/denied by the store. Once approved, sales tax automatically gets removed from existing invoices/quotes and future quotes/invoices.

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